Stirlingshire Investments, Inc. — 13F Holdings & Portfolio
CIK 1829271 · latest 13F-HR filed 2026-05-04
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$114.0M
Long-equity book
Holdings
196
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+36 / −26 / ↑58 / ↓51
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$2.0M +555.3%
- VANGUARD WORLD FD$1.2M +52.0%
- VANGUARD INDEX FDS$1.1M +65.6%
- JANUS DETROIT STR TR$705.9K +19.8%
- VANGUARD BD INDEX FDS$615.5K +30.2%
Top Trims
- SPDR SERIES TRUST-$3.5M -63.0%
- ISHARES TR-$1.6M -84.1%
- J P MORGAN EXCHANGE TRADED F-$987.9K -38.1%
- ISHARES TR-$707.3K -52.9%
- J P MORGAN EXCHANGE TRADED F-$521.1K -48.9%
New Positions
- LITMAN GREGORY FDS TR$635.9K
- CIRRUS LOGIC INC$436.7K
- MERCK & CO INC$376.5K
- AMPHENOL CORP$298.5K
- ALLIANCEBERNSTEIN HLDG L P$295.8K
Exited Positions
- ISHARES TR$694.8K
- ISHARES TR$483.6K
- NETEASE INC$429.7K
- GENMAB A/S$424.2K
- ISHARES TR$327.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $4.3M | 3.77% | 54,212 | SH |
| 2 | JANUS DETROIT STR TR | JAAA | 47103U845 | $4.3M | 3.75% | 84,488 | SH |
| 3 | VANGUARD WORLD FD | MGV | 921910840 | $3.4M | 2.96% | 23,293 | SH |
| 4 | VANGUARD INDEX FDS | VBR | 922908611 | $2.8M | 2.45% | 12,875 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $2.8M | 2.43% | 8,627 | SH |
| 6 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $2.7M | 2.33% | 53,339 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $2.5M | 2.17% | 41,500 | SH |
| 8 | SPDR SERIES TRUST | CWB | 78464A359 | $2.3M | 2.02% | 25,179 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.2M | 1.90% | 55,798 | SH |
| 10 | SPDR SERIES TRUST | BIL | 78468R663 | $2.1M | 1.82% | 22,690 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $1.8M | 1.54% | 6,920 | SH |
| 12 | ZACKS TRUST | ZECP | 98888G105 | $1.7M | 1.46% | 49,340 | SH |
| 13 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $1.6M | 1.41% | 28,282 | SH |
| 14 | TIDAL TRUST II | QQQY | 88636J154 | $1.5M | 1.34% | 74,080 | SH |
| 15 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.5M | 1.30% | 19,329 | SH |
| 16 | ISHARES TR | AGG | 464287226 | $1.4M | 1.22% | 13,973 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $1.4M | 1.21% | 2,104 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 1.12% | 7,304 | SH |
| 19 | TIDAL TRUST II | NVDY | 88634T774 | $1.2M | 1.07% | 94,200 | SH |
| 20 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 1.06% | 2,799 | SH |
| 21 | TIDAL TRUST II | WDTE | 88636J147 | $1.2M | 1.04% | 41,787 | SH |
| 22 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.2M | 1.04% | 18,515 | SH |
| 23 | ISHARES TR | SGOV | 46436E718 | $1.1M | 0.94% | 10,634 | SH |
| 24 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.0M | 0.91% | 1,600 | SH |
| 25 | PIMCO ETF TR | MINT | 72201R833 | $1.0M | 0.91% | 10,263 | SH |
| 26 | ISHARES TR | IXUS | 46432F834 | $1.0M | 0.89% | 11,779 | SH |
| 27 | ISHARES TR | IUSB | 46434V613 | $945.0K | 0.83% | 20,437 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $938.2K | 0.82% | 26,406 | SH |
| 29 | VANGUARD MUN BD FDS | VTEB | 922907746 | $912.3K | 0.80% | 18,287 | SH |
| 30 | ISHARES TR | MUB | 464288414 | $894.7K | 0.78% | 8,429 | SH |
| 31 | TIDAL TRUST II | PLTY | 88636R800 | $862.5K | 0.76% | 22,345 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $851.7K | 0.75% | 2,969 | SH |
| 33 | ISHARES TR | EFV | 464288877 | $805.2K | 0.71% | 10,830 | SH |
| 34 | SPDR SERIES TRUST | KBE | 78464A797 | $778.9K | 0.68% | 13,080 | SH |
| 35 | TIDAL TRUST II | AMZY | 88634T840 | $764.5K | 0.67% | 69,378 | SH |
| 36 | ALTRIA GROUP INC | MO | 02209S103 | $764.4K | 0.67% | 11,400 | SH |
| 37 | ZACKS TRUST | QUIZ | 98888G881 | $717.7K | 0.63% | 26,620 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $711.5K | 0.62% | 14,860 | SH |
| 39 | ZACKS TRUST | SMIZ | 98888G204 | $685.4K | 0.60% | 18,490 | SH |
| 40 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $679.3K | 0.60% | 9,424 | SH |
| 41 | MICROSOFT CORP | MSFT | 594918104 | $657.0K | 0.58% | 1,775 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $638.1K | 0.56% | 3,064 | SH |
| 43 | LITMAN GREGORY FDS TR | DBMF | 53700T827 | $635.9K | 0.56% | 21,091 | SH |
| 44 | ISHARES TR | HYG | 464288513 | $629.0K | 0.55% | 7,906 | SH |
| 45 | TIDAL TRUST II | TSLY | 88636X880 | $619.3K | 0.54% | 20,652 | SH |
| 46 | VANGUARD INDEX FDS | VOE | 922908512 | $615.6K | 0.54% | 3,341 | SH |
| 47 | SPDR SERIES TRUST | SPTM | 78464A805 | $611.8K | 0.54% | 7,738 | SH |
| 48 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $611.8K | 0.54% | 10,515 | SH |
| 49 | GLOBAL X FDS | SHLD | 37960A529 | $597.3K | 0.52% | 8,432 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $588.1K | 0.52% | 2,406 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $114.0M | 196 | 0001172661-26-001591 |
| 2025-12-31 | 2026-02-11 | $112.7M | 186 | 0001172661-26-000634 |